Using Virtual Data Resource Templates

Last Modified on 02/20/2019 5:34 am MST

Cloud Elements provides a library of virtual data resource templates you can use to help more quickly transform fields provided by some of the most frequently used types of elements into single, normalized resources. For more information about VDRs and how to utilize and create them, see Introduction to Virtual Data Resources and Creating Virtual Data Resources.

To use a VDR template, you have to clone it from the VDR Templates catalog into a new VDR, select your elements and services, and edit the fields. See Cloning a VDR Template to learn more.

Accessing the Virtual Data Resources Template Catalog

Log in to Cloud Elements and navigate to the Virtual Data Resources page.

Click Mappings to clone the VDR, or to see the VDR's name and URL, system level fields, and mapped elements.

Virtual Data Resource Overview tab

On this tab, you can view the following information about the VDR template:

Section

Definition

Name

The name of the VDR. You cannot edit the name of a VDR template, but you can clone the template into a new VDR and give it a custom name.

Description

A description of the VDR's functionality and purpose

Mapped Elements

Icons indicating the elements the VDR is pre-mapped to

Fields and Data Types table

The fields mapped to the elements included in the VDR

Virtual Data Resources Mappings tab

On this tab, you can clone the VDR template and view the following information about it:

Section

Definition

Virtual Data Resource Name and URL

The name of the VDR and the URL path where it is accessed

System Level Fields

The fields mapped at the system level of the VDR. When cloning a VDR template, you can select the level at which the system level fields will be set. See Cloning a VDR Template to learn more.

Mapped Elements

Element cards indicating the element instances premapped to in the VDR template. To see which system level fields of the element the VDR template will transform, hover over an element card and click View.

Cloning a Virtual Data Resource Template

Navigate to the Mappings tab of the VDR template and click Clone.

Search for and select the elements you want to include in the VDR, and then click Next. You can also click the check box next to the Element Name column header to select all listed elements.

Select the level at which the system fields should be created in the VDR, and then click Next.

Known issue: if you clone a VDR template into a new VDR, you cannot delete the new VDR and will receive an error. We are aware of this issue and are working to resolve it. As a workaround, clone the VDR template into a new VDR, give it a unique name, and ignore the VDR you want to delete. As a best practice, consider renaming the VDR you are trying to delete with a junk name, e.g. DoNotUseThisVDR, until it can be deleted.

About Levels

Within VDRs, the available fields are defined within a hierarchy of three levels, each with their own sets of privileges and access: organization, account, and instance. Fields defined at the account level are inherited by all users associated with a specific account, while fields defined at the instance level only apply to a specific element instance. See Introduction to Virtual Data Resources to learn more.

Available Virtual Data Resource Templates

These VDR templates are available in the Resource Template catalog. This list will be updated as new VDR templates are added; keep checking this space for new resources.

/companies

Description: The Companies VDR template provides a pre-mapped, common data interface into several cloud marketing and CRM services. It represents a company made in a crm or marketing system that can be applied to a customer's account. This template provides one unified RESTful Resource that allows you to interact with the companies objects associated with the elements below.

Mapped Elements:

Salesforce Sales Cloud

Oracle Eloqua

HubSpot Marketing

HubSpot CRM

SugarCRM

Microsoft Dynamics CRM

/basic-contacts

Description: The Contacts VDR template provides a pre-mapped, common data interface into several cloud marketing and CRM services. It represents a simplified contact made in a crm or marketing system that can be applied to a customer's account. This template provides one unified RESTful Resource that allows you to interact with the contact objects associated with the elements below.

Mapped Elements:

Salesforce Sales Cloud

Oracle Eloqua

HubSpot Marketing

HubSpot CRM

SugarCRM

Netsuite CRM 2018 Release 1

/basic-leads

Description: The Leads VDR template provides a pre-mapped, common data interface into several cloud marketing and CRM services. It represents a simplified lead made in a crm or marketing system that can be applied to a customer's account. This template provides one, unified RESTful Resource that allows you to interact with the lead objects associated with the elements below.

Mapped Elements:

Salesforce Sales Cloud

Marketo

HubSpot CRM

SugarCRM

/leads

Description: The Leads VDR template provides a pre-mapped, common data interface into several cloud marketing and CRM services. It represents a lead made in a crm or marketing system that can be applied to a customer's account. This template provides one, unified RESTful Resource that allows you to interact with the lead objects associated with the elements below.

Mapped Elements:

Salesforce Sales Cloud

Marketo

HubSpot CRM

SugarCRM

/contacts

Description: The Contacts VDR template provides a pre-mapped, common data interface into several cloud marketing and CRM services. It represents a contact made in a crm or marketing system that can be applied to a customer's account. This template provides one, unified RESTful Resource that allows you to interact with the contact objects associated with the elements below.

Mapped Elements:

Salesforce Sales Cloud

Oracle Eloqua

HubSpot Marketing

HubSpot CRM

SugarCRM

Netsuite CRM 2018 Release 1

Bullhorn

/basic-companies

Description: The Companies VDR template provides a pre-mapped, common data interface into several cloud marketing and CRM services. It represents a simplified company made in a crm or marketing system that can be applied to a customer's account. This template provides one, unified RESTful Resource that allows you to interact with the companies objects associated with the elements below.